Expense categories

The grouped categories used for expenses, which ones are fixed, and which stay out of P&L.

What this page is for

Keep the list of categories people choose from, in groups. New organisations start with a common set you can rename, extend or switch off.

Manage expense categories (by default Admin and Finance).

Under Add a category, type the name, choose its group and tick what applies, then select Save.
Change a category in its row and select the save button. Untick In use to stop offering it.
Add a group under Add a group; rename or reorder groups at the top of each group.
Delete a category with the bin button. A category already used by expenses is switched off instead.

Field	Meaning
Fixed	Copied each month by "Copy fixed expenses" (rent, salaries, utilities).
Not in P&L	New expenses in this category start left out of owner P&L.
In use	Offered in the expense form. Old expenses keep their category.
Order	Groups are listed in this order in the form.

Categories in use by expenses can't be deleted, only switched off, so history stays complete.

None.

Can I rename a category used by old expenses? Yes. The old expenses show the new name.

Problem	What to do
A category is missing in the form	It is switched off; tick In use.